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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2928 results found

  1. It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.

    9 votes

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  2. 2 votes

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  3. It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. Conditional logic that will allow a user to set conditions on fields that will show a text block once it is met.

    43 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  5. Bulk send feature for forms similar to the feature for the documents.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  6. Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    3 votes

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  7. Option to use shared content library items in Smart content

    14 votes

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  8. Ability to export a list of CONTACTS who completed a document.

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  9. Currently the options are Weekly, Monthly, and Annually. It would be helpful to have an option for quarterly as well.

    5 votes

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    • Will allow the user to use zoom functions in embedded IFrame
    2 votes

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  10. The option to use > and < when defining Conditional Logic for Smart Content.

    26 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  11. 3 votes

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  12. Conditional fields for content library

    42 votes

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  13. 2 votes

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  14. Option to create template or document in a different language

    • Will allow the user to create documents/templates in different languages.
    7 votes

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  15. I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address

    31 votes

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    4 comments  ·  Other  ·  Admin →
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  16. an option to customize the screen that pops up with reasons why a form is rejected

    6 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. Need to be able to switch workspaces inside MS Dynamics integration without opening PandaDoc in a new tab to improve efficiencies for their teams.

    6 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  18. Push Tax from Hubspot to PandaDoc

    10 votes

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  19. It would be nice if instead of having a column in the pricing table to show pictures if the name itself could be clicked on to bring up the gallery of pictures associated with the product.

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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